MIM

Miller Investment Management Portfolio holdings

AUM $952M
1-Year Est. Return 12.6%
This Quarter Est. Return
1 Year Est. Return
+12.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$225M
AUM Growth
+$46.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1
+$29.6M
2
+$18.9M
3
+$437K
4
URI icon
United Rentals
URI
+$245K
5
APA icon
APA Corp
APA
+$228K

Top Sells

1
+$946K
2
+$738K
3
+$673K
4
WBA
Walgreens Boots Alliance
WBA
+$649K
5
WFC icon
Wells Fargo
WFC
+$620K

Sector Composition

1 Industrials 6.5%
2 Healthcare 4.98%
3 Financials 4.02%
4 Energy 3.68%
5 Consumer Discretionary 3.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$446K 0.2%
13,215
52
$417K 0.19%
2,406
53
$401K 0.18%
2,494
54
$369K 0.16%
4,078
55
$360K 0.16%
4,475
56
$348K 0.15%
5,015
57
$341K 0.15%
6,634
58
$330K 0.15%
56
59
$329K 0.15%
3,780
60
$296K 0.13%
9,668
61
$294K 0.13%
6,232
62
$274K 0.12%
8,190
63
$237K 0.11%
4,167
64
$234K 0.1%
4,140
65
$234K 0.1%
5,270
66
$229K 0.1%
6,988
67
$228K 0.1%
+2,262
68
$220K 0.1%
5,200
69
$218K 0.1%
2,748
70
$217K 0.1%
4,750
71
$205K 0.09%
+4,000
72
$201K 0.09%
2,000
-800
73
$201K 0.09%
3,537
74
$199K 0.09%
3,178
75
$49K 0.02%
53,833
1 2
3
4